LARCH FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- LARCH FOUNDATION (EIN 20-2012929)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-01
- IRS object ID
- 201223069349100637
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-01T16:48:05-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953381812 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MANN GELON GLODNEY & AUGENSTEIN APC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1880 CENTURY PARK EAST SUITE 950 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90067 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202012929 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LARCH FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LARC | NameControl |
| Phone | 2077120360 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26 PARK ROAD | AddressLine1 |
| City | WHEELING | City |
| State | WV | State |
| ZIP Code | 260036642 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | IRV SHAPELL | Name |
| Title | PRESIDENT | Title |
| Phone | 2077120360 | Phone |
| Date Signed | 2012-10-26 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK AUGENSTEIN | Name |
| PTIN | P00151572 | PTIN |
| Phone | 3102773633 | Phone |
| Date Prepared | 2012-10-26 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1209202 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 602560 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 3454 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 3454 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 3353 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 3353 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 7558 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 43933 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 7558 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 616925 | TotalRevenueAndExpenses |
| Total Net Investment Income | 14365 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 75 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1650 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 825 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 118 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 118 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 121 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1964 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 943 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 157400 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 157400 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 159364 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 943 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 157400 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 457561 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 13422 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 524050 | CashBOY |
| Cash EOY | 617484 | CashEOY |
| Cash EOYFMV | 617484 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 182969 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 359747 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 359747 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 0 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 186313 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 192766 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 55217 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 56253 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 39205 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 762236 | TotalAssetsBOY |
| Total Assets EOY | 1219797 | TotalAssetsEOY |
| Total Assets EOYFMV | 1209202 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 762236 | RetainedEarningsBOY |
| Retained Earnings EOY | 1219797 | RetainedEarningsEOY |
| Total Net Assets BOY | 762236 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1219797 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 762236 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1219797 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 762236 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 457561 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1219797 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1219797 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|---|---|
| 250 SHS ABBOTT LABS COM | 2011-01-31 | 2011-11-04 | 13223 | 11375 | 1848 | 1848 | |
| 1,000 SHS WACHOVIA CAPITAL TRUST X | 2007-11-15 | 2011-10-03 | 25000 | 25000 | 0 | 0 | |
| VIRGINIA ST HSG DEV AUTH COMWLTH MTG RETURN OF PRINCIPAL | 5710 | 5710 | 5710 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 7558 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 148100 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 718798 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.206038 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 75000 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 628558 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.119321 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 146300 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 523276 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.279585 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 193393 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 477467 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.405040 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 408418 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 381946 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 1.069308 | DistributionRatioYear5 |
| Total Distribution Ratio | 2.079292 | TotalDistributionRatio |
| Average Distribution Ratio | 0.415858 | AverageDistributionRatio |
| Net Noncharitable Assets | 747486 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 310848 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 134 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 310982 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 157400 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 268 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 268 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 268 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 12 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 12 | TotalCreditsAndPayments |
| Tax Due | 256 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | ME | StatesFiledWith |
| Form990 PF Filed With AG | 0 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IRVIN SHAPELL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2077120360 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26 PARK ROAD | AddressLine1 |
| City | WHEELING | City |
| State | WV | State |
| ZIP Code | 260036642 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| IRVIN SHAPELL | ||||||||
| 26 PARK ROAD | WHEELING | WV | 260036642 | PRES, SEC, TREASURER | 1.00 | 0 | 0 | 0 |
| CHARLES E MILLER | ||||||||
| 6TH FLOOR WEST TOWER 100 MIDDLE ST | PORTLAND | ME | 04101 | CLERK | 0.50 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 99702 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 659167 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 758869 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 758869 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 11383 | CashDeemedCharitable |
| Net Noncharitable Assets | 747486 | NetNoncharitableAssets |
| Minimum Investment Return | 37374 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 37374 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 268 | TaxBasedOnInvestmentIncome |
| Total Tax | 268 | TotalTax |
| Distributable Amount Before Adj | 37106 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 37106 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 37106 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 157400 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 157400 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 157400 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 37106 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 389485 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 169734 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 120300 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 43704 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 112216 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 835439 | TotalExcessDistriCarryover |
| Qualifying Distributions | 157400 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 37106 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 120294 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 955733 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 389485 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 566248 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 169734 | ExcessFromYear4 |
| Excess From Year3 | 120300 | ExcessFromYear3 |
| Excess From Year2 | 43704 | ExcessFromYear2 |
| Excess From Year1 | 112216 | ExcessFromYear1 |
| Excess From Current Year | 120294 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | IRVIN SHAPELL | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (18 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AUGUSTA LEVY LEARNING CENTER | |||||||
| 90 N MAIN STREET | WHEELING | WV | 26003 | N/A | PUBLIC CHARITY | DWTOVS FUNDRAISER | $5,000 |
| CAYUCOS LAND CONSERVANCY | |||||||
| 151 CAYUCOS DRIVE | CAYUCOS | CA | 93430 | N/A | PUBLIC CHARITY | GENERAL | $500 |
| EAST QUABBIN LAND TRUST | |||||||
| PO BOX 5 | HARDWICK | MA | 01037 | N/A | PUBLIC CHARITY | GENERAL | $500 |
| ELDER ABUSE INSTITUTE OF MAINE | |||||||
| 50 HOLM AVENUE | PORTLAND | ME | 04102 | N/A | PUBLIC CHARITY | BOARD TRAINING PROGRAM GRANT | $6,100 |
| HARFORD LAND TRUST | |||||||
| PO BOX 385 | CHURCHVILLE | MD | 21028 | N/A | PUBLIC CHARITY | GENERAL | $500 |
| HERRING GUT LEARNING CENTER | |||||||
| 59 FACTORY RAOD | TENANTS HARBOR | ME | 04860 | N/A | PUBLIC CHARITY | ANNUAL APPEAL | $1,000 |
| LOWELL PARKS AND CONSERVATION TRUST | |||||||
| 11 KEARNEY SQUARE | LOWELL | MA | 01852 | N/A | PUBLIC CHARITY | GENERAL | $500 |
| NATIONAL CIVIL RIGHTS MUSEUM | |||||||
| 450 MULBERRY STREET | MEMPHIS | TN | 38103 | N/A | PUBLIC CHARITY | ENDOWMENT MATCH CHALLENGE | $29,000 |
| OGLEBAY INSTITUTE | |||||||
| 1330 NATIONAL ROAD | WHEELING | WV | 26003 | N/A | PUBLIC CHARITY | GENERAL | $5,000 |
| RAYMOND COALITION FOR YOUTH | |||||||
| 4 EPPING STREET | RAYMOND | NH | 03077 | N/A | PUBLIC CHARITY | GENERAL | $500 |
| RCS LEARNING CENTER | |||||||
| 6 STRARTHMORE ROAD | NATICK | MA | 01760 | N/A | PUBLIC CHARITY | GENERAL | $500 |
| RSU 1 HELP-A-KIND | |||||||
| 859 WASHINGTON ST | BATH | ME | 04530 | N/A | PUBLIC CHARITY | GENERAL | $500 |
| SCHIFF NATURAL LANDS TRUST INC | |||||||
| 351 PLEASANT VALLEY ROAD | MENDHAM BOROUGH | NJ | 07945 | N/A | PUBLIC CHARITY | GENERAL | $500 |
| SOUTHEAST REGIONAL LAND CONSERVANCY INC | |||||||
| 6111 PEACHTREE-DUNWOODY ROAD | ATLANTA | GA | 30328 | N/A | PUBLIC CHARITY | GENERAL | $500 |
| THE IRIS NETWORK | |||||||
| 189 PARK AVENUE | PORTLAND | ME | 04102 | N/A | PUBLIC CHARITY | GENERAL | $1,800 |
| WEB OF BENEFIT | |||||||
| PO BOX 81925 | WELLESLEY | MA | 02481 | N/A | PUBLIC CHARITY | GENERAL | $4,000 |
| WEST VIRGINIA PUBLIC BROADCASTING | |||||||
| 600 CAPITAL STREET | CHARLESTON | WV | 25301 | N/A | PUBLIC CHARITY | GENERAL | $1,000 |
| WHEELING COUNTY DAY SCHOOL | |||||||
| 8 PARK ROAD | WHEELING | WV | 26003 | N/A | PUBLIC CHARITY | CAPITAL CAMPAIGN | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 157400 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $3,454 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $3,353 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $7,558 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $14,365 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 14365 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (3 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | DAVID AND FELA SHAPELL LEAD UNITRUS | 9401 WILSHIRE BLVD STE 1200 | BEVERLY HILLS | CA | 90212 | 189188 | X |
| 2 | DAVID SHAPELL 2009 CHARITABLE LEAD | 9401 WILSHIRE BLVD STE 1200 | BEVERLY HILLS | CA | 90212 | 206686 | X |
| 3 | FELA SHAPELL 2009 CHARITABLE LEAD A | 9401 WILSHIRE BLVD STE 1200 | BEVERLY HILLS | CA | 90212 | 206686 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $1,650 | Amount |
| Net Investment Income | 825 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Statement | THE FOUNDATION IS REGISTERED IN MAINE WHICH DOES NOT REQUEST A COPY OF FORM 990-PF SINCE THE FOUNDATION DOES NOT ENGAGE IN FUNDRAISING OR HAVE UNRELATED BUSINESS INCOME. | Statement |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (5 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 1,000 SHS WACHOVIA CAPITAL TRUST-PFD | 0 | 0 |
| 2,000 SHS FRONTIER COMMUNICATIONS CORP | 24500 | 10300 |
| 1,000 SHS PENGROWTH ENERGY TRUST | 10813 | 10530 |
| 1,000 SHS HUDSON CITY BANCORP INC | 10995 | 6250 |
| 500 SHS INTEL CORP COM | 9945 | 12125 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 0 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 0 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 186313 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 192766 | StateLocalSecuritiesEOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $75 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Revenue And Expenses Per Books | 121 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | Category |
| Amount | $118 | Amount |
| Net Investment Income | 118 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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